Skip to main content
There are two ways to bring the portal’s data in. Fetching is recommended, because the data comes straight from the source with no file handling.

​
Fetch from the portal

1

Click Fetch GSTR-2B

In the GSTR-2B section of the setup panel.
2

Enter your portal username

A Portal Authentication box appears. Enter the Username for that GSTIN on the GST portal. Tick Save details for future use if you do not want to type it every time.
3

Request and enter the OTP

Click Request OTP. The portal sends an OTP to the registered mobile number. Enter it and click Verify & Fetch Data.
You see “OTP verified successfully”, and the system pulls your 2B month by month. Each month shows the number of invoices fetched as it completes. This is the same data you would see on the portal, now inside AI Accountant.

​
Upload a file instead

If the OTP is not handy, click Upload GSTR-2B and upload the 2B file you have already downloaded from the portal.